TFA
Tobias Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Buy |
75,157
+484
| +0.6% | +$212K | 5.64% | 5 |
|
|
2025
Q1 | $27.7M | Sell |
74,673
-68
| -0.1% | -$25.2K | 5.38% | 5 |
|
|
2024
Q4 | $30.7M | Sell |
74,741
-762
| -1% | -$313K | 6.17% | 5 |
|
|
2024
Q3 | $29M | Buy |
75,503
+1,428
| +2% | +$548K | 5.81% | 6 |
|
|
2024
Q2 | $27.7M | Sell |
74,075
-902
| -1% | -$337K | 5.97% | 6 |
|
|
2024
Q1 | $25.8M | Sell |
74,977
-1,521
| -2% | -$524K | 5.85% | 6 |
|
|
2023
Q4 | $23.8M | Sell |
76,498
-292
| -0.4% | -$90.8K | 5.79% | 6 |
|
|
2023
Q3 | $20.9M | Sell |
76,790
-384
| -0.5% | -$105K | 5.49% | 5 |
|
|
2023
Q2 | $21.8M | Sell |
77,174
-853
| -1% | -$241K | 5.88% | 3 |
|
|
2023
Q1 | $19.5M | Sell |
78,027
-1,968
| -2% | -$491K | 5.71% | 3 |
|
|
2022
Q4 | $17M | Buy |
79,995
+908
| +1% | +$194K | 5.6% | 4 |
|
|
2022
Q3 | $16.9M | Sell |
79,087
-1,759
| -2% | -$376K | 5.97% | 4 |
|
|
2022
Q2 | $18M | Buy |
80,846
+4,474
| +6% | +$997K | 6.05% | 4 |
|
|
2022
Q1 | $22M | Buy |
+76,372
| New | +$22M | 7.58% | 2 |
|
|
2021
Q4 | – | Sell |
-79,101
| Closed | -$23M | – | 124 |
|
|
2021
Q3 | $23M | Buy |
79,101
+6,350
| +9% | +$1.84M | 8.58% | 2 |
|
|
2021
Q2 | $20.9M | Buy |
72,751
+2,680
| +4% | +$769K | 8.26% | 3 |
|
|
2021
Q1 | $18M | Buy |
70,071
+727
| +1% | +$187K | 7.64% | 3 |
|
|
2020
Q4 | $17.6M | Buy |
69,344
+705
| +1% | +$179K | 8.03% | 2 |
|
|
2020
Q3 | $15.6M | Sell |
68,639
-2,631
| -4% | -$599K | 8.56% | 2 |
|
|
2020
Q2 | $14.4M | Sell |
71,270
-7,159
| -9% | -$1.45M | 8.46% | 2 |
|
|
2020
Q1 | $12.3M | Buy |
78,429
+6
| +0% | +$940 | 8.88% | 2 |
|
|
2019
Q4 | $14.3M | Buy |
+78,423
| New | +$14.3M | 9.14% | 2 |
|